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CIK: 0002010474
Total reported value
$112.8M
$112.8M
108 檔
27.0%
At the close of Q2 2025, Clear Point Advisors Inc. disclosed equity holdings valued at approximately $112.8M, spread across 108 reported holdings.
During Q2 2025, Clear Point Advisors Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 9.49% | +2.65% | -1.84% | |
| 2 | CAPE | Doubleline Shiller Cape US | ETF-Other | 4.59% | +3.54% | NEW | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.28% | +1.81% | +0.45% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.71% | +1.10% | -1.54% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.59% | +4.58% | NEW | |
| 6 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 3.28% | -2.04% | EXIT | |
| 7 | PJUN | Innovator U.s. Equity Power | ETF-Other | 3.01% | — | -3.30% | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.92% | +3.75% | NEW | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.76% | +1.32% | NEW | |
| 10 | BAR | Graniteshares Gold Trust | ETF-Commodities | 2.62% | -0.21% | +0.62% | |
| 11 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.11% | +1.50% | NEW | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.98% | +0.91% | -0.04% | |
| 13 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.85% | +1.38% | NEW | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.81% | +0.49% | -0.14% | |
| 15 | CGDV | Cap Group Dividend Value | ETF-Other | 1.78% | +0.78% | +22.83% | |
| 16 | FMAY | Ft Vest US Equity Buffer ETF | ETF-Other | 1.53% | -1.13% | EXIT | |
| 17 | FTSL | First Trust Senior Loan ETF | ETF-Other | 1.39% | — | +0.09% | |
| 18 | AVDE | Avantis International Equity | ETF-Other | 1.27% | +0.30% | +14.19% | |
| 19 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.18% | +0.95% | NEW | |
| 20 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-Other | 1.11% | -0.96% | EXIT | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | +1.57% | NEW | |
| 22 | PMAY | Innovator U.s. Equity Power | ETF-Other | 1.07% | — | -0.56% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.04% | +1.21% | NEW | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.03% | +1.34% | NEW | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.01% | +1.57% | NEW | |
| 26 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 0.93% | — | -1.83% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.93% | +1.27% | NEW | |
| 28 | APRW | Allinzim US Eq Bfr20 Apr-usd | ETF-Other | 0.90% | -0.66% | EXIT | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.90% | +0.18% | +4.51% | |
| 30 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.85% | +1.01% | NEW | |
| 31 | HYBX | Tcw High Yield Bond ETF | ETF-High Yield | 0.85% | +0.12% | +1.97% | |
| 32 | ED | Consolidated Edison Inc | Stock-Utilities | 0.84% | -0.87% | EXIT | |
| 33 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 0.84% | +0.56% | NEW | |
| 34 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.82% | +0.21% | -34.09% | |
| 35 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.74% | +0.36% | -7.54% | |
| 36 | XSEP | Ft Vest U.s. Equity Enhance | ETF-Other | 0.74% | -0.70% | EXIT | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.74% | +0.31% | -3.70% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | +0.66% | NEW | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.70% | +0.88% | NEW | |
| 40 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.67% | +0.48% | NEW | |
| 41 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.64% | — | — | |
| 42 | QDEF | Flexshares Quality Dividend | ETF-Other | 0.63% | +1.15% | NEW | |
| 43 | MUJ | Blackrock Munihold Nj Qlty | Stock-Other | 0.62% | +0.74% | NEW | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.61% | +0.07% | +2.21% | |
| 45 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.61% | -0.55% | EXIT | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.61% | +0.27% | -9.35% | |
| 47 | IJUL | Innovator International Deve | ETF-Other | 0.60% | — | — | |
| 48 | FEBW | Alianzim US Eq Bfr20 Feb-usd | ETF-Other | 0.59% | -0.57% | EXIT | |
| 49 | HYGV | Flexshares High Yield Value | ETF-High Yield | 0.59% | +0.68% | NEW | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | +0.12% | +1.71% |
According to official SEC Form 13F filings, Clear Point Advisors Inc. reported a total U.S. public equity portfolio value of $112.8M across 108 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SCHG, CAPE, QQQ) accounted for 27.0% of total reported equity market value during Q2 2025.
During Q2 2025, Clear Point Advisors Inc.'s top holdings by market value included SCHG (9.5%)、CAPE (4.6%)、QQQ (4.3%). The largest single position, SCHG, represented 9.5% of total portfolio value.
In Q2 2025, Clear Point Advisors Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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